White‑label proposal email branding

[Matt]

Right now, when we send proposals from CompanyCam, the email that goes to customers still shows CompanyCam branding and the CompanyCam logo. This makes it difficult to present proposals as fully coming from our own company.
We’d like the ability to fully white‑label the proposal email so it reflects our company branding instead of CompanyCam. This would make proposals feel more professional and consistent with our brand when customers receive them.
This is currently preventing us from using proposals the way we’d like in our workflow.

 

[Megan M.]

Hey Matt, thanks for your feedback!

Straight answer: you can't white-label that delivery email today. The Proposal itself will carry your branding if you upload your logo under Company Settings → Logo, it shows up on your customer-facing outputs (here's the how-to), but the wrapper around it is still ours.

Here's a workaround that gets you close in the meantime:

Send it from your own inbox. Open the Proposal, grab the share link or download it as a PDF, and send it from your company email with your own signature and message. Your customer gets a proposal from you, in your voice, and the link still tracks and collects signatures the same way.

We can totally see how you'd want to keep it all within CompanyCam from beginning to end, so I'd be happy to pass your request along to the team that owns Proposals.